Treasury Management Implementation Product Specialist II

PINNACLE GROUP (Pinnacle Technical Resources); Charlotte (NC); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

401K contributions

PTO

Job summary

PTR Global is seeking a Treasury Management Implementation Product Specialist II to partner with Treasury Management sales and clients, ensuring quick and accurate service implementation. The role involves coordinating with sales, clients, and internal teams to implement Treasury Management and Commercial Card products efficiently.

The position emphasizes data entry, validation, and effective communication, ensuring documentation and approvals are complete, while managing issues and guiding

Qualifications

• Three (3) years of experience in banking, customer service, operations, administrative, or related fields.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Collaborate with the Treasury Management sales team and clients to assist with the implementation of products and services.
• Perform data entry and validation within multiple complex or integrated Treasury Management and Commercial Card applications.
• Document progress of implementations within the workflow system, including updated notes as applicable.
• Validate that required documentation, authorizations, and approvals are accurately completed and included with implementation requests.
• Provide follow-up communication to the sales team when required information is incomplete or inaccurate.
• Act as a liaison between clients, operations, technology, and bank vendor partners as necessary.
• Resolve implementation issues independently and document, manage, track, and drive implementations through completion.
• Serve as a resource on implementation processes and supported Treasury Management and Commercial Card products.
• Ensure a smooth transition for clients from the implementation team to Client Services upon project completion, when applicable.
• Participate in special projects as needed.
• Support exception process management, including billing rejects, exception reports, system clean-up efforts, and other items.
• Handle complex, high-value, and one-off special requests requiring technical expertise and analytical ability.
• Coordinate file specifications, file testing, and client communication across all supported services.
• Mentor or coach new specialists on the team.
• Monitor departmental email boxes for corresponding team communications.

Skills

Problem solving

Communication

Microsoft Office

Education

High School Diploma or GED

Job description

Treasury Management Implementation Product Specialist II Professional(Other) | Professional(Other) Hoover , Alabama Contract Sep 29, 2026

Position:

Treasury Management Implementation Product Specialist II

Location:

Hoover, Alabama/Charlotte, NC/Atlanta, GA

Duration:

Contract to Hire

Job ID:

180133

Job Overview:

The Treasury Management Implementation Product Specialist II partners with Treasury Management sales and business clients to ensure services are implemented quickly and accurately. This role involves working closely with sales teams, clients, and internal departments to ensure seamless implementation of Treasury Management and Commercial Card products and services.

Responsibilities:

• Collaborate with the Treasury Management sales team and clients to assist with the implementation of products and services.
• Perform data entry and validation within multiple complex or integrated Treasury Management and Commercial Card applications.
• Document progress of implementations within the workflow system, including updated notes as applicable.
• Validate that required documentation, authorizations, and approvals are accurately completed and included with implementation requests.
• Provide follow-up communication to the sales team when required information is incomplete or inaccurate.
• Act as a liaison between clients, operations, technology, and bank vendor partners as necessary.
• Resolve implementation issues independently and document, manage, track, and drive implementations through completion.
• Serve as a resource on implementation processes and supported Treasury Management and Commercial Card products.
• Ensure a smooth transition for clients from the implementation team to Client Services upon project completion, when applicable.
• Participate in special projects as needed.
• Support exception process management, including billing rejects, exception reports, system clean-up efforts, and other items.
• Handle complex, high-value, and one-off special requests requiring technical expertise and analytical ability.
• Coordinate file specifications, file testing, and client communication across all supported services.
• Mentor or coach new specialists on the team.
• Monitor departmental email boxes for corresponding team communications.

Qualifications:

• High School Diploma or GED.
• Three (3) years of experience in banking, customer service, operations, administrative, or related fields.

Skills and Competencies:

• Ability to resolve problems independently.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite.

About PTR Global:

PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com

At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
• Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

Pay Range:

$XXX - $XXX

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full‑time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at [phone]. To report any concerns, please email us at [e-mail]

During the hiring process, we may use artificial intelligence (AI) tools to assist in evaluating information related to your application. These tools may help analyze job‑related qualifications or assist recruiters in reviewing applications and interview responses. AI‑generated information is one factor considered in our hiring process. Final employment decisions are made by qualified hiring personnel and are not based solely on AI‑generated recommendations.

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